Highland Financial Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Highland Financial Advisors, LLC
- $281 Million
- Q3 2024
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 11,306 shares of IBTH stock, worth $251,106. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,306
Previous 11,306
-0.0%
Holding current value
$251,106
Previous $250,000
2.4%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IBTH
# of Institutions
206Shares Held
33.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.8 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.05MShares$67.8 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.6 Million0.0% of portfolio
-
Confluence Investment Management LLC1.42MShares$31.5 Million0.45% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.37MShares$30.4 Million0.21% of portfolio